Duration: 2 - 3 hours
Lenders learn skills to gather information specific to small businesses and their owners through financial statement and tax returns as well as through meaningful, productive conversations. Participants learn how to address the needs of small businesses and their owners and communicate using small business terminology.
Duration: 10 - 12 hours
This course helps your organization tap into the lucrative small business market by providing your staff with the skills they need to successfully evaluate the credit needs of small businesses and establish credibility with their owners through case studies and discussion.
Duration: 25 - 30 hours
This course is the industry standard for providing lenders with the skills and knowledge they need to make sound business loan decisions. This course focuses on high-value competencies by emphasizing interpretation and analysis using real-world examples.
Duration: 25 - 30 hours
In this highly interactive course, participants use the Decision Strategy™ to perform an in-depth analysis of small business credit requests. This course emphasizes interpretation and analysis using real-world lending examples that include personal guarantees.
Duration: 15 - 20 hours
This course focuses on the high value competencies needed to evaluate commercial real estate loans to investors and developers. Participants gain the unique skills and knowledge required to effectively, assess and manage commercial real estate loan opportunities using The Real Estate Decision Strategy™ framework.
Duration: 20 - 25 hours
This course ensures your lenders are equipped with the skills they need to make sound consumer loan decisions by effectively evaluating loan requests, identifying risks, and monitoring loans and consumer lines of credit.
Duration: 20 - 25 hours
This course presents accounting from the lender's point of view, and empowers participants with the skills needed to extract critical information from financial statements that informs risk analysis and lending decisions.
Duration: 4 - 6 hours
This course provides an in-depth explanation of the loan documentation process to improve participants' understanding of the purpose and importance of common loan documents. Participants learn the content, purpose and effect of loan documents, other components to be taken into account in addition to documents as well as common defects found in loan documentation.
Duration: 15 - 20 hours
This highly interactive course builds advanced skills in analyzing personal financial statements and tax returns. The E-Learning course focuses on determining the financial strength of a borrower or guarantor through an analysis of assets, liabilities, and cash flow.
"In my preliminary analysis of a loan request...I will have a better understanding of my client's requirements, and will be able to better mitigate any risks with my recommendations for financing requests."
"This training has made me more capable of recognizing good credit. I think it is important to develop judgement skills when analyzing credit oportunities and there is no question that this training improved my ability to do just that."
"This training gave me the knowledge I was looking for. I can now use it to for a business, product or portfolio review especially from the lender’s perspective."
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Omega Performance's high-impact banker training is practical, scalable, and sustainable.
Learn More Request a ConsultationUnderstand. Apply. Differentiate.
The financial industry is an extremely competitive marketplace where good talent is tough to attract and retain, and attention to the customer experience is front and center. These realities are at the cored of our “Understand. Apply. Differentiate.” philosophy for developing solutions that are practical, scalable, and sustainable.
Through Omega Performance training, your employees will better understand your customers, be able to apply that knowledge effectively, and consistently differentiate your bank in order to win more profitable business.
See CoursesSince 1976 Omega Performance has been the credit training partner of choice for the world's finest banking institutions. We offer blended training solutions that are suitable for lending organizations of all sizes and locations. Over 40 years since our inception, Omega Performance continues to deliver high-impact credit training throughout the world with offices in the United States, the United Kingdom, India, Singapore, and Australia.
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